Slevin & Hart PC
attorney21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served68+3 YoYRank #309 of mapped providers
Assets under administration$34.9B0.0%Market share · rank #442
Fees received$7MMedian $66,781/planSum across Schedule C direct + indirect
Net wins YoY+07 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Slevin & Hart PC plan look like?
Service mix · median fees per plan
Count of plans where Slevin & Hart PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Non-monetary compensation; Legal; Direct payment from the planCode 29 | 67 | $66,563 | |
Direct payment from the planCode 50 | 1 | $202,424 |
Competitor overlap
Percent of Slevin & Hart PC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Slevin & Hart PC.
| Sponsor | From | Assets |
|---|---|---|
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | Delaware Management Company | $1.6B |
TRUSTEES OF MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSIONMN · 410905139-001 | National Investment Services | $638M |
IBEW LOCAL NO. 236 PENSION PLANNY · 141490934-001 | SEI Investments | $387M |
IBEW LOCAL NO. 236 ANNUITY PLANNY · 518070174-001 | SEI Investments | $116M |
BOARD OF TRUSTEES SDC - LEAGUE PENSION FUNDNY · 136634482-001 | Brookfield Asset Management | $49M |
TRUSTEES UFCW LOCAL 1262 NF INDUSTRY PENNJ · 226181292-002 | Proskauer Rose LLP | $285,570 |
METAL TRADES INDUSTRY PENSION PLANCA · 516031408-001 | WILLIAM J. GRIMM | $284,193 |
Plans lost in 2024
Appeared last year under Slevin & Hart PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | Capital Bank & Trust Company | $14.3B |
BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUNDDC · 320443423-003 | WTW | $828M |
BOARD OF TRUSTEES MEBA 401(K) PLANMD · 516029896-002 | Weaver & Tidwell LLP | $276M |
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONDC · 526061995-001 | Mooney, Green, Baker & Saidon PC | $114M |
DEFINED CONTRIBUTION PLAN OF THE MID JERSEY TRUCKING INDUSTRY AND TEAMNJ · 136043977-002 | Bridgeway Benefit Technologies | $13M |
AMALGAMATED TRANSIT UNIONIL · 536014540-333 | Eberts & Harrison Inc | $11M |
LABORERS DISTRICT COUNCIL DEFINED CONTRIBUTION RETIREMENT PLANMD · 520749130-002 | Carday Associates | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $533,193 | 10y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $353,152 | 10y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $342,058 | 9y | - |
SHEET METAL WORKERS PENSION TRUSTCA · 516115939-001 | $1.6B | 12,741 | $115,990 | 3y | - |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | $1.4B | 38,910 | $202,424 | 10y | - |
BD OF TRUSTEES FOR ELECTRICAL WKRS LOC NO. 26 INDIVIDUAL ACCOUNT FUNDMD · 521250801-001 | $1.3B | 13,624 | $13,019 | 5y | - |
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNIONDC · 812741678-001 | $1.2B | 7,935 | $153,538 | 9y | - |
ELECTRICAL WORKERS LOCAL NO 26 PENSION TRUST FUNDMD · 526117919-001 | $1.0B | 13,539 | $115,977 | 6y | - |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | $968M | 18,198 | $147,231 | 10y | - |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $206,289 | 10y | - |
Flag exposure
88.2%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into Slevin & Hart PC.
- INNOVATIVE PARTNERS LLC
- INNOVATIVE PENSION
- INNOVATIVE PENSION STRATEGIES, INC.
- INNOVATIVE PENSION STRATEGY & DESIG
- INNOVATIVE PENSION STRATEGY AND DES
- INNOVATIVE PENSION STRATEGY DESIGN
- INNOVATIVE RESOURCE GROUP
- INNOVATIVE SFOTWARE SOLUTIONS, INC.
- SELVIN AND HART
- SLEVEN & HART, P.C.
- SLEVIN & HART
- SLEVIN & HART P.C
- SLEVIN & HART P.C.
- SLEVIN & HART PC
- SLEVIN & HART, P.C
- SLEVIN & HART, P.C.
- SLEVIN & HART, PC
- SLEVIN AND HART
- SLEVIN AND HART PC
- SLEVIN AND HART, P.C.
- SLEVIN HART PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Slevin & Hart PC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 1.47% | 26.94% | -25.47 pp |
| Late contributions | 3 | 4.41% | 1.71% | +2.70 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 1.47% | 0.00% | +1.47 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Slevin & Hart PC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Slevin & Hart PC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 14 | 20.6% |
| Segal Marco Advisors | 11 | 16.2% |
| Chartwell Investment Partners | 10 | 14.7% |
| Inter-Continental Real Estate Corp | 10 | 14.7% |
| Loomis Sayles | 10 | 14.7% |
| Investment Performance Services LLC | 9 | 13.2% |
| American Realty Advisors | 8 | 11.8% |
| NEPC LLC | 8 | 11.8% |
| Segall Bryant & Hamill | 8 | 11.8% |
| Hamilton Lane | 7 | 10.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).